See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,591 | $93,571-68.4% | $135,903-78.2% | $75,163-60.6% |
| Participation rate | 50.7% | 75.2%-24.5pp | 81.9%-31.2pp | 67.2%-16.5pp |
| Annual return | 19.72% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $993 | $3,537-71.9% | $4,856-79.6% | $2,670-62.8% |
| Participant deferral / active EE | $1,989 | $6,404-68.9% | $7,758-74.4% | $4,125-51.8% |
| Admin fee / account holder | $919 | $6,975-86.8% | $10,762-91.5% | $5,651-83.7% |